Do you have a strong skill set in Pensions or Investment Administration? Are you looking for a full-time position as a Financial Assistant or Administrator?
Our client, an established local business in Gloucestershire, are entering an exciting new phase of growth, and is looking for a professional and experienced individual to join their team.
The Finance Assistant will be responsible for providing support to the Financial Advisor and preplanning team, and you will responsible for a range of tasks from preparing client meeting packs and managing diary tasks, through to the completion of valuation reports for issue to clients and assistance in the research process.
You will need to have excellent attention to detail, being computer literate and have strong communication skills.
This role is tailored towards someone from a Pensions or Investment administration background, so candidates with previous experience in these areas are of particular relevance to the role.
As the client is not in the position to take on an untrained or inexperienced individual, then you must have prior experience in financial services and be able to demonstrate previous working history in a similar role.
Your professional attitude and appearance along with strong time management and the ability to work under pressure will make you an asset to the business.
This role is a permanent position to be based in the Tewkesbury office, and the successful candidate will be employed on a full-time basis.
For the right individual this role will include training and development to higher levels of the financial sector, and you could transition from financial administrator through to Paraplanner and then Advisor if you are looking to continue in the sector long term.
Full job descriptions and full details of the client will be provided to candidates shortlisted by Hooray.
Please provide a recent and relevant CV and we promise to get back to you.
*Hooray is acting as an agency on behalf of the client for this position.
*Hooray is proud to be a corporate member of the REC, the recruitment industry’s leading professional body.
*Do you know someone for this role? Please enquire about our referral scheme!